2025 Investment Symposium

June 30, 2025

Friday, September 26, 2025
8:00 AM – 2:00 PM

Marquette clients – We hope you’ll join us at our 2025 Investment Symposium! This year’s event will be held in person in Chicago and virtually via livestream. To RSVP, please use our email invitation sent August 4 or reach out to our events team.

Our program will begin with an investment manager panel exploring investment opportunities and risks presented by the AI revolution and how firms are using the technology to refine and improve their investment process. From there, our research team and consultants will present several flash talks covering timely investment topics and a snapshot of the current market landscape across various asset classes. Rounding out the day, we’re excited to host Howard Marks, co-founder and co-chairman of Oaktree Capital Management for a fireside chat keynote.

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AGENDA

All times in Central Time

8:00am — Registration Open
Livestream will begin at 8:30
Breakfast served until 10:00

8:45 — Welcome Remarks by Brian Wrubel, Chief Executive Officer

9:00 — Opening Panel
Artificial Intelligence: From Investment Opportunities to Practical Implementation
Rich Mathieson, CA, Managing Director, Systematic Equities, Blackrock
Roland Reynolds, Senior Managing Director, Industry Ventures
Seth Weingram, Ph.D., Senior Vice President, Director, Client Service, Acadian Asset Management

10:00 — Break

10:15 — Flash Talks

Public vs. Private: A Fixed Income Collision
Frank Valle, CFA, CAIA, Associate Director of Fixed Income
Chad Sheaffer, CFA, CAIA, Senior Research Analyst
James Torgerson, Senior Research Analyst

What Makes a Good Fiduciary?
Linsey Schoemehl Payne, Partner, Chief Compliance Officer
Stephanie Osten, Principal

The Changing Face of Real Estate
Greg Leonberger, FSA, EA, MAAA, FCA, Partner, Director of Research

11:00 — Break

11:15 — Flash Talks

U.S. Equity Markets: Trend or New Normal?
Catherine Hillier, Senior Research Analyst

Private Equity in 2026: Allocations, Expectations, and the New Reality
Amy Miller, Associate Director of Private Equity
Chris Caparelli, CFA, Partner

Will U.S. Exceptionalism Continue for Global Equities?
David Hernandez, CFA, Director of Traditional Manager Search

12:00pm — Lunch Break

12:45 — Keynote: Fireside Chat
Howard Marks, Co-Chairman of Oaktree Capital Management, in conversation with
Greg Leonberger

2:00 — Adjourn

VENUE DETAILS

The Union League Club
65 W. Jackson Blvd.
Chicago, IL 60604
(312) 427-7800